QXO Inc

QXO

Market cap $18.1B

While macro and execution risks remain, we believe long-term demand drivers support the durability of Ecolab's business model and may contribute to steady growth and margin improvement over time. We believe GE Vernova is well-positioned to continue generating strong returns on invested capital and remain a critical player in the global electricity value chain. We sold our remaining position in SAP ADR during the quarter, as the range of outcomes expanded amid growing perceived risk of disruption to traditional software from AI.

Mar Vista's U.S. Quality Premier strategy returned -10.17% net-of-fees in the first quarter of 2026, while the Russell 1000 and S&P 500 indices returned -4.18% and -4.33%, respectively. Johnson & Johnson appreciated 18.74% during the first quarter driven by strong Innovative Medicine growth and an improved outlook for the medical device segment. Taiwan Semiconductor Manufacturing reported a strong quarter and raised its outlook, as it continues to benefit from robust demand for leading-edge semiconductors.

QXO just closed on its most recent building supply acquisition. Dropping rates should help spur activity in the construction sector.

No new acquisitions were announced in March. Brad Jacobs has shown he won't overpay.

With broad market volatility persisting through the first quarter of 2026, it can feel tough to find growth outside of energy stocks. But history consistently shows that buying quality stocks at depressed prices is almost always a winning formula.

GREENWICH, Conn. & ENGLEWOOD, Colo.--(BUSINESS WIRE)--QXO, Inc. (NYSE: QXO) today announced it has completed its acquisition of Kodiak Building Partners (“Kodiak”) from Court Square Capital Partners for approximately $2.25 billion, expanding QXO's addressable market to more than $200 billion. Brad Jacobs, Chairman and Chief Executive Officer of QXO, said, “By acquiring Kodiak, we're providing our customers with a wider range of product offerings and value-added services. In addition, we expect.

GREENWICH, Conn. and ENGLEWOOD, Colo.--(BUSINESS WIRE)--QXO, Inc. (NYSE: QXO) today announced it has completed its acquisition of Kodiak Building Partners (“Kodiak”) from Court Square Capital Partners for approximately $2.25 billion, expanding QXO's addressable market to more than $200 billion. Brad Jacobs, Chairman and Chief Executive Officer of QXO, said, “By acquiring Kodiak, we're providing our customers with a wider range of product offerings and value-added services. In addition, we expec.

I advocate capitalizing on current market dislocations, emphasizing that waiting for clarity often means missing the best opportunities. Despite macro risks like potential stagflation, I see a regime shift favoring high-quality value stocks with pricing power and broadening growth. I highlight Carrier Global, Amazon, Union Pacific, and TransDigm as compelling buys due to strong secular growth and attractive valuations.

QXO Inc. and LandBridge are my two largest holdings, together accounting for 25% of my portfolio. QXO is a high-conviction M&A vehicle targeting $50B in annual revenue within a decade, with Wall Street assigning a $30 price target and 50% upside. LB's unique land assets and produced water business, plus emerging data center opportunities, support a path to $1B EBITDA by 2035 and a $310 price target.

GREENWICH, Conn.--(BUSINESS WIRE)--In honour of International Women's Day, QXO, Inc. (NYSE: QXO) today announced the launch of its sixth annual North American Female Roofing Professional of the Year campaign, which invites the public to nominate exceptional women working in the roofing industry across the U.S. and Canada. “This award reflects the dedication of all the women throughout the industry who mentor, support and lift each other up,” said Rachel Narveson of Proficient Construction, the.